KREF Share Price Performance
US$6.81
-4.47 (-39.63%)
29.1% undervalued intrinsic discount
US$9.60
Fair Value
Price US$6.81
AnalystConsensusTarget US$9.60
AnalystLowTarget US$8.50
AnalystHighTarget US$13.00
Fair ValueUS$9.60
Share Pricen/a
KKR Real Estate Finance Trust Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 9 Fair Values set on narratives written by author
KREF Community Narratives
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Fair Value US$9.6 29.1% undervalued intrinsic discount
US Multifamily Demand And European Expansion Will Unlock Value
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Fair Value US$8.5 19.9% undervalued intrinsic discount
Rising Credit Losses And Falling Asset Quality Will Impair Stability
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1users have followed this narrative
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Fair Value US$13 47.6% undervalued intrinsic discount
Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending
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US Multifamily Demand And European Expansion Will Unlock Value
Key Takeaways Urban logistics and multifamily demand, coupled with limited new construction, supports stronger loan origination, revenue growth, and margin expansion. Integration with KKR's global platform and prudent balance sheet management enhance risk-adjusted returns, earnings consistency, and ensure resilience against market cycles.Read more
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7users have followed this narrative
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US$9.6
29.1% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
78.43% p.a.
Profit Margin
76.06%
Future PE
10.04x
Price in 2029
US$12.55
Rising Credit Losses And Falling Asset Quality Will Impair Stability
Key Takeaways Continued weakness in office properties and falling asset values threaten loan quality, increase credit risks, and depress core earnings and margins. Regulatory pressures, tougher competition, and volatile interest rates limit lending opportunities, compress yields, and restrict revenue and portfolio growth.Read more
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US$8.5
19.9% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
19.93% p.a.
Profit Margin
97.58%
Future PE
6.17x
Price in 2028
US$11.36
Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending
Key Takeaways Strategic expansion into new markets and asset classes is poised to elevate KKR's global presence and drive sustained revenue growth. Enhanced portfolio scale and focus on high-demand sectors strengthen KKR's market position, improving both earnings quality and shareholder value.Read more
11
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AN
US$13
47.6% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
45.32% p.a.
Profit Margin
87.78%
Future PE
8.88x
Price in 2028
US$17.48
Trending Discussion
Recently Updated Narratives
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KREF: Higher Assumed Future P/E Will Support Upside Despite Recent Downgrades
Fair Value: US$9.6 29.1% undervalued intrinsic discount
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AN
KREF: Mixed Credit Normalization And Capital Deployment Will Shape Future Return Profile
Fair Value: US$8.5 19.9% undervalued intrinsic discount
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Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending
Fair Value: US$13 47.6% undervalued intrinsic discount
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Snowflake Analysis
KKR Real Estate Finance Trust Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -1.09
- -62.05%
- -441.08%
- 383.1%
About KREF
- Founded
- 2014
- Employees
- n/a
- CEO
- WebsiteView website
KKR Real Estate Finance Trust Inc., a mortgage real estate investment trust, focuses primarily on originating and acquiring transitional senior loans secured by commercial real estate (CRE) assets in the United States. It engages in the origination and purchase of credit investments related to CRE, including leveraged and unleveraged commercial real estate loans. The company has also elected to be taxed as a real estate investment trust and would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. KKR Real Estate Finance Trust Inc. was incorporated in 2014 and is headquartered in New York, New York.
